Private Client Tax Manager

Ten2Two Ltd; Bexhill-on-Sea; Remote; GBP 36,000 - 44,000; Part time

Benefits offered by this job

Fully remote working

Flexible working pattern

20 hours per week

Job summary

Ten2Two Ltd in the United Kingdom is seeking an experienced Private Client Tax Adviser for a fully remote, part-time role (~20 hours per week). You will manage a portfolio of high net worth individuals, families and trusts, handling compliance and advisory work with autonomy and access to senior support.

The ideal candidate will have STEP/TEP qualifications or equivalent, with strong knowledge in Trusts, Estates, CGT, IHT, EIS/SEIS, and a client-focused approach.

Qualifications

• Experience in personal tax compliance for high net worth individuals.
• Trust and estate work (compliance and/or advisory) desirable.
• CGT planning for property and family scenarios.
• IHT and estate planning familiarity.

Responsibilities

• Manage annual compliance for a portfolio of high net worth clients, families and trusts.
• Support planning and advisory work across Capital Gains Tax, Inheritance Tax, trusts and family wealth structures.
• Assist with residence, domicile and foreign income matters.
• Support investment relief work, particularly EIS and SEIS.
• Build trusted relationships with clients and professional introducers.

Skills

High net worth tax

Trusts & estates

CGT planning

IHT planning

EIS/SEIS planning

Client communication

Attention to detail

Independent working

Education

ATT

CTA

STEP

Job description

Are you an experienced Private Client Tax Adviser looking for genuine flexibility — without compromising on the quality of your work or clients?

This is an opportunity to join a respected, boutique private client firm working with high net worth individuals, families and trusts — all on a fully remote, part-time basis.

Our Client

Our client is a small, successful private client tax advisory firm, established in 2008 by a highly regarded tax specialist. They are known for their personal approach and long-term client relationships. They take the time to truly understand each client's circumstances, goals and priorities, delivering advice that is clear, practical and technically strong.

They are now seeking a capable and motivated private client professional to join their team for around 20 hours per week, fully remote.

The Role

This role could suit someone currently working within a private client solicitors' firm — particularly a STEP member or TEP-qualified professional with experience in trusts and estates.

The work is varied and intellectually rewarding. You will support a portfolio of high net worth individuals, families and trusts, covering both compliance and advisory matters. You'll enjoy autonomy in your role, alongside access to senior support when needed.

What you will be doing:

• Managing annual compliance for a portfolio of clients, including high net worth individuals, families and trusts
• Supporting planning and advisory work across Capital Gains Tax, Inheritance Tax, trusts and family wealth structures
• Assisting with residence, domicile and foreign income matters
• Supporting investment relief work, particularly EIS and SEIS
• Building trusted relationships with clients and professional introducers
• Working collaboratively with senior advisers to deliver a high-quality service

About You

We would love to hear from you if you bring experience in some of the following (it doesn't need to be everything):

• Personal tax compliance for high net worth individuals
• Trust and estate work (compliance and/or advisory)
• EIS and SEIS claims and associated planning
• CGT planning, including property and family scenarios
• IHT and estate planning (experience of Estate Accounts and /or IHT400 a plus)
• A client-friendly, professional communication style
• Confidence working independently, with support available
• Strong attention to detail and pride in producing high-quality work

Qualifications such as ATT, CTA or STEP are welcomed.

Our client is particularly keen to meet candidates who have trained or worked within a quality professional firm environment and bring that same rigour and care to their work.

What's on Offer?

• Fully remote working
• Flexible working pattern
• Around 20 hours per week (exact structure open to discussion)
• Salary up to £40k FTE (c.£22.5k pro rata for 20 hours)
• The opportunity to work with high-calibre clients in a supportive, specialist firm

Interested?

If you're looking for a high-quality private client role that offers genuine flexibility and autonomy, we'd love to hear from you.

*full time equivalent – actual salary will depend on hours agreed